The People’s Bank’s policy announcements today will provide only a small boost for China’s economy. Meaningful improvements in household or corporate borrowing would require substantial rate cuts or a...

After years of being buffeted by trade tensions and a domestic regulatory crackdown, China’s tech sector has finally regained a bit of momentum recently. And although China’s population will shrink...

We project decent near-term gains in China’s equities, think long-dated CGB yields will finish the year around their current levels, and expect the renminbi to rally against the US dollar. In view of...

China’s economy lost momentum in Q4 according to the official GDP figures. But we suspect that’s because they failed to acknowledge the full extent of the weakness earlier in the year.